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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 35-1140070 | Contract Administrator | $33,642 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,065 | $88,122-85.2% | $141,162-90.7% | $67,579-80.7% |
| Participation rate | 69.4% | 76.5%-7.1pp | 82.5%-13.1pp | 71.3%-1.9pp |
| Annual return | 29.38% | 75.40%-46.0pp | 71.39%-42.0pp | 378.56%-349.2pp |
| Employer contribution / active EE | $2,216 | $3,224-31.3% | $4,735-53.2% | $2,148+3.2% |
| Participant deferral / active EE | $1,497 | $5,958-74.9% | $6,709-77.7% | $3,539-57.7% |
| Admin fee / account holder | $116 | $131-11.0% | $10,261-98.9% | $142-18.2% |